AI meeting notes for financial advisors helps boost client relationships

AI meeting notes for financial advisors helps boost client relationships

AI meeting notes for financial advisors helps boost client relationships

Jun 4, 2024

Alan Gurung

2 min read

AI meeting notes for financial advisors
AI meeting notes for financial advisors
AI meeting notes for financial advisors

For the first time in the UK, financial advisors have access to a tailored AI-based note-taking solution. AdvisoryAI's Meeting Notes is the first offering in the UK market that is purpose-built and trained specifically for financial advisory.

Traditionally, writing meeting notes post-meeting was a time-consuming task. Sitting through a meeting recording and transcribing it into notes was painstakingly tedious, often taking 1-2 hours. On the other hand, writing notes during meetings meant that important details could be missed.

AdvisoryAI was developed to address these critical pain points. It effortlessly understands key financial terminologies, transcribes recordings, and generates comprehensive meeting notes – all within just 5 minutes!


Ingests data from every source 

Offline sources 

AdvisoryAI can accept data in any format. If meetings are recorded using a phone recorder, mp3/mp4 files can be easily uploaded to AdvisoryAI for transcription and meeting note generation. The platform also accepts unstructured data in the form of notes written in documents or pre-transcribed notes in Word/PDF format.

Online meetings tools

AdvisoryAI now has direct integrations with some of the most popular online meeting tools in the market, such as Google Meet, Zoom, and Microsoft Teams. These integrations allow for the automated flow of recordings into the system, enabling effortless detection, transcription, and generation of meeting notes.

Getting Started with AdvisoryAI's AI Meeting Notes Solution for Financial Advisors 

Starting with AdvisoryAI within 5 clicks. Simply visit www.advisoryai.com and either request a demo or start for free. The platform is user-friendly and requires minimal training.

Beyond Meeting Notes

As a financial advisor, you can leverage AdvisoryAI for more than just meeting notes. The platform can also generate a variety of other advisory documents, including:

  • Suitability letters

  • Annual review letters

  • Provider information summaries

  • Pre-meeting preparation documents

  • Follow-up email summaries

When you start for free, you'll have the ability to generate 3 documents, absolutely free of charge!

AI productivity co-pilot for financial advisors

Social Media

© 2024 AdvisoryAI

AI productivity co-pilot for financial advisors

Social Media

© 2024 AdvisoryAI